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Financial Advisor, Visalia, CA

1320 West Center Ave Visalia, CA 93291

Phone:

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.